Taiwan-primarily based leadframe makers Jih Lin Engineering and Shuen Der Field (SDI) have seen clear buy visibility as a result of the close of 2023, buoyed by powerful demand from customers for automotive electric power modules from IDMs, in accordance to business sources.
IDMs like Infineon, NXP Semiconductors and STMicroelectronics have outsourced additional of their production for automotive MCUs to foundries and backend homes. As for automotive electric power modules, those IDMs outsource only the backend portion to OSATs like ASE Technological know-how, the sources claimed.
Jih Lin and SDI have cut into the offer chain of the world’s important automotive IC IDMs by supplying packaging leadframes for their custom made ability modules, the sources indicated.
Jih Lin has savored powerful leadframe demand from customers for automotive electric power units, with order visibility prolonged to close-2023, said corporation chairman SY Tsai on the sideline of a June 21 shareholders assembly. Jih Lin provides customized leadframes for processing silicon-centered IGBT modules or SiC ability modules by important IDMs.
Jih Lin is reportedly engaged in the supply chain for hybrid SiC-IGBT power modules adopted in Tesla’s EVs.
In addition, Jih Lin and SDI are predicted to submit extraordinary income will increase in 2022, in accordance to sector sources. The two leadframe suppliers managed to elevate their estimates in the initial 50 % of this calendar year.